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Resonant Capital Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Resonant Capital Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$835K Buy
8,735
+4,370
+100% +$413K 0.04% 210
2026
Q1 		$383K Buy
4,365
+2
+0% +$182 0.02% 325
2025
Q4 		$390K Sell
4,363
-182
-4% -$16.2K 0.02% 293
2025
Q3 		$404K Sell
4,545
-7,591
-63% -$658K 0.02% 282
2025
Q2 		$1.02M Buy
12,136
+3,201
+36% +$254K 0.06% 157
2025
Q1 		$714K Buy
8,935
+1,381
+18% +$113K 0.05% 173
2024
Q4 		$612K Buy
7,554
+965
+15% +$80.7K 0.04% 188
2024
Q3 		$548K Sell
6,589
-205
-3% -$16.4K 0.04% 203
2024
Q2 		$530K Buy
6,794
+49
+0.7% +$3.7K 0.04% 198
2024
Q1 		$514K Hold
6,745
– – 0.04% 199
2023
Q4 		$474K Buy
+6,745
New +$445K 0.05% 186

Other funds holding DGRW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Resonant Capital Advisors's DGRW Position: Q2 2026 in Review

Resonant Capital Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 100% in Q2 2026, buying an estimated $413K and bringing the position to 8,735 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #210.

Resonant Capital Advisors first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q2 2025. 430 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Resonant Capital Advisors held 8,735 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $835K as of Q2 2026.
  • Resonant Capital Advisors bought 4,370 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $413K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Resonant Capital Advisors's portfolio in Q2 2026, its #210 holding.
  • Resonant Capital Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • Resonant Capital Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.02M in Q2 2025.
  • 430 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.